Why you'll be glad you chose us

 

With finances and financial planning becoming ever more complex there has never been a better time to take advice from experts you can trust. As truly independent financial advisers we are uniquely placed to advise you on all areas of financial planning.

This independence runs through everything that we do and means that we never compromise or take an easy route but always recommend the most appropriate course of action for you.

Financial planning is not just about money nor is it just about numbers – it's about building long term relationships with our clients and listening to what is important to them. We are very proud of the fact that over 90% of our new business comes from referrals from satisfied clients. Having gained these clients we want to keep them and we do so by helping them achieve the necessary financial independence to allow them to reach their goals.

The majority of people who contact a financial adviser are usually looking for advice on just one aspect of their finances, be it pensions, investments or personal insurance. By introducing clients to the "bigger picture" of financial planning for life our aim is to work towards the necessary financial independence which will allow them to make choices. It is worth remembering "you can be young without money but you can't be old without it" Tennessee Williams.

Treating customers fairly (TCF) is an integral part of our business and we are proud to have attained the Investors in Customers award. We never forget that it is your hard earned money we are looking after.

We use modern and dynamic methods together with the traditional values we bring to our role. Values such as integrity, honesty, commitment and service. We never stand still and always research ways to improve and fine tune the services we offer. We have developed our own unique Capital Tower Investment Process which has at its heart the independence we value so highly.

We have a settled and stable team of highly qualified advisers and support staff, many of whom have been with us over ten years.

Our advisers and staff work hard to ensure your needs are catered for and are always here to guide you through the various processes.

Our mission statement:

To provide you with the right advice and guidance at the right time, in a friendly and efficient manner.

John Doney
Managing Director


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Who We Are

who we are

We have been providing financial advice to individuals and businesses since 1989. Our Head office is based in Norwich but we also have offices in Buckinghamshire and Sheffield.


Market Commentary

market commentary

If you want to read more about our company or indeed about our views on what's happening currently then download our market commentary and corporate brochure.


Our Fees

our fees

We seek to achieve a fair reward for the work we do. We are not cheap, nor are we expensive, what we are is exceptional value for money.